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                                        • Good to Know

                                          Connect to SoGoSurvey SFTP server

                                          Before you set up your automation rules within the SoGoSurvey platform, you’ll need to configure and connect the SFTP (Secure File Transfer Protocol) server.

                                          This feature is available only in our Enterprise plan. Contact us to take advantage of this option.

                                          Here’s how you can get started:

                                          1. Connect with your account manager to share your request.
                                          2. Once your request is received, we will start configuring your server.
                                          3. Your account manager will follow up with you to share your username, password, and URL.
                                          4. Use these credentials to connect through your SFTP client (WinSCP, FileZilla, etc.).
                                          5. Once successfully connected, check your SoGoSurvey account to confirm:
                                            1. Click on the Utilities icon in the top right of your screen.
                                            2. Select Integrations.
                                            3. Choose SFTP from the left panel.
                                            4. Review your IP address and username.
                                            5. As needed, unlink from this same location.
                                          6. A new automated distribution option will be displayed on the Publish menu at the bottom of the Email column.

                                          Learn more about creating folders and uploading files for automated distribution.